Updated:Jul 6, 2026

Douglass Financial Group

DOUGLASS FINANCIAL GROUP is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $12 million in regulatory assets.

Douglass Financial Group

DOUGLASS FINANCIAL GROUP is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

Website

douglassfinancialgroup.com

General information

Firm type

RIA

Year founded

1983

Location

Region

North America

Country

United States

City

Greenwood Village

Corporate office

Birmingham, AL, United States

Principals

James R. Douglass

Founder & CEO

M. Clayton Douglass

President

John A. Douglass

Managing Director

Sector focus

Private EquityReal EstateFixed IncomeEquities

Who runs investment decisions at Douglass Financial Group?

James R. Douglass, founder and CEO, leads investment decisions. President M. Clayton Douglass and Managing Director John A. Douglass also sit on the investment committee. The firm is family-governed with no external investment committee members (per the firm's website and public filings).

Does Douglass Financial Group invest in venture capital or early-stage companies?

The firm's disclosed portfolio and public records show a focus on established private companies, real estate, and fixed-income instruments. It does not publicly list venture capital or early-stage equity as an active strategy.

What is Douglass Financial Group's investment geography?

The firm primarily targets the US Southeast, with a concentration in Alabama, Georgia, and Tennessee. Some real estate and private equity holdings extend to other Sun Belt states. International exposure is not publicly documented.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.